Jeffrey Frits Polcar

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cleveland, OH
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Cleveland, OH

Previous Registrations

• 1999-08-16 → 2008-07-24
  Ubs Financial Services Inc.
  Cleveland, OH
  Cleveland, OH

Other Businesses

THE CHURCH IN AURORA, INVT RELATED, AURORA, OH, INVESTMENT COMMITTEE MEMBER, START DATE 2/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, MEET WITH ADVISOR ON THE ACCOUNT, PROVIDING INFORMATION TO THE CHURCH MEMBERS, HAVING ALLOCATION CONSISTENT WITH THE TARGETED ALLOCATION. LISTENING TO WHAT THE ADVISOR HAS TO SAY ABOUT THE ACCOUNT. | POWER OF ATTORNEY FOR FATHER; INV RELATED; PEPPER PIKE, OH; POA; 03/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; POA | POWER OF ATTORNEY FOR MOTHER; INV RELATED; PEPPER PIKE, OH; POA; 03/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; POA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-19
• S63 Uniform Securities Agent State Law Examination
  1996-02-21